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Welltower

1,405 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 598 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$461M
Puts
$354M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCT
1151
Family Capital Trust
Massachusetts
$173K
AG
1152
AmeriFlex Group
Nevada
$172K
OWP
1153
ORG Wealth Partners
Texas
$171K
CP
1154
Camelot Portfolios
Ohio
$167K
SIA
1155
Sit Investment Associates
Minnesota
$164K
CSP
1156
Cary Street Partners
Virginia
$162K
CT
1157
Clearstead Trust
Maine
$162K
HPC
1158
HM Payson & Co
Maine
$154K
PWA
1159
Physician Wealth Advisors
Utah
$152K
TPBG
1160
Turning Point Benefit Group
Maryland
$152K
FUBT
1161
First United Bank & Trust
Maryland
$148K
HIIFS
1162
Harel Insurance Investments & Financial Services
Israel
$148K
CFO
1163
CVA Family Office
Colorado
$147K
BDPWM
1164
Barnes Dennig Private Wealth Management
Ohio
$146K
GIA
1165
GHP Investment Advisors
Colorado
$144K
HCA
1166
Harbor Capital Advisors
Illinois
$141K
CB
1167
Centennial Bank
Arkansas
$137K
IWM
1168
Inlight Wealth Management
Georgia
$134K
C
1169
Covestor
United Kingdom
$132K
FWA
1170
Flagship Wealth Advisors
Massachusetts
$130K
HWA
1171
HHM Wealth Advisors
Tennessee
$130K
WB
1172
Webster Bank
Connecticut
$130K
TCOV
1173
Trust Company of Vermont
Vermont
$130K
GEA
1174
Glen Eagle Advisors
New Jersey
$130K
GXJ
1175
Global X Japan
Japan
$127K